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why

escala partners

Having worked for large global organisations for many years, we sought a new direction: to create a collaborative wealth management advisory business. Our collective expertise is drawn upon to provide objectivity, flexibility and immediacy to high net worth individuals, families, foundations and institutional investors.

We deliver tailored outcomes through the provision of timely analysis and advice. Our commitment to personalised service and ongoing innovation will redefine the meaning of excellence in wealth management.

Brett Paton

a relationship of

trust

At the heart of a successful financial services and wealth management firm is a dedication to the client experience, a relationship built on trust and sustained over time by performance in line with evolving investment objectives.

Teamwork is fundamental and essential in the pursuit of this goal. We have a collaborative approach and are jointly responsible and accountable for our performance within the business and to our clients.

The security of your assets is paramount. No priority ranks higher for us than ensuring that we are leading the industry with our practices in this respect.

Your managed assets may be held on trust with our custodian, Pershing. Pershing is part of the Bank of New York Mellon (BNY Mellon) group, one of the world’s leading providers of security services, with a AA- rating (Fitch Ratings) and approximately USD $31.1 trillion in assets under custody and administration.

Giselle Roux

a history of

success

Our advisors collectively have experience in all areas of wealth management, from market-leading research and analysis to bespoke planning and complex solution generation for high net worth individuals, families, foundations and institutional investors.

Our skill sets are drawn upon according to your individual requirements and investment strategies to achieve optimum outcomes.

We measure our success over time, by the longevity of our relationships, our delivery upon agreed investment objectives, and innovation in our field.

Pep Perry

a passion for

excellence

Being privately owned, we strive for bespoke solutions uninhibited by the constraints of proprietary products, corporate objectives and constricting industry relationships.

We are wholly committed to personalised service, ensuring that only the most appropriate advisors are partnered with you for your specific investment objectives, resulting in optimum client experiences and outcomes.

Through disciplined analysis of research from internal sources and a range of major investment banks, our team constructs and monitors diversified model portfolios.

Our passion for excellence means that we approach our work with a proactive spirit and a desire to innovate. Only then can we remain leaders in our field.

Stuart Kay

a wealth of

knowledge

The delivery of the right information at the right time is paramount to making informed decisions. Our personal advice is backed by our in-house investment team led by our Chief Investment Officer (CIO) who employs a robust investment process to enhance the achievement of your investment objectives.

Our proprietary reporting systems offer you the benefits of immediate access to both your personal investment portfolio and the informed insights of our CIO.

The levels of choice and customisation we offer are designed to lead the standards of the investment industry.

Jonathan Vickers-Willis

a culture of

partnership

We have developed a business model which has strong partnership values and which has been forged by like-minded people in order to provide a style and sophistication of financial advice currently not available to Australia’s discerning investors.

We inject energy and an enterprising spirit in pursuing our clients’ interests and financial needs.

We provide customised advice across all asset classes and, while our bias is towards Australian assets, we also have the global reach required to implement the international investment ambitions of our clients.

We work ‘on’ and ‘in’ the business, meaning that the business is majority owned and managed by those closest to clients and, vitally, with an intimate understanding of their needs.

We view the process of wealth management as a journey in our long-term personal relationships as much as in the achievement of long-term financial objectives.

All journeys of partnership involve many steps, taken prudently and respectfully, one at a time. Some steps are difficult, some sideways and some backwards, but always with the ascent in mind.